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US family office

For anyone with a personal US tax liability, whether a US citizen working abroad or a UK citizen working in the US, managing your investments within an appropriate legal and tax framework is essential. In today’s heavily regulated environment there are many issues to consider in order to avoid severe financial penalties from the US tax authorities.

As an SEC registered firm London & Capital’s team has the specialist experience, skills and resources required to deliver a comprehensive wealth management solution:

  • Our core function is a wealth manager and while we do not provide tax or legal advice we are familiar with all the issues affecting you, such as the recent HIRE Act and FATCA, and we monitor ongoing changes continuously.
  • Taking into account your domiciled status we construct and manage a portfolio that it is compliant with cross-border tax and legal considerations, ensuring you are not investing in any tax disadvantageous assets.
  • We work closely with specialist international tax and legal advisers as well as independent custodians and administrators, providing them with all the information they need to file an accurate tax return.

Working within your overall risk profile, we can structure a range of different investment products, including trusts, savings plans, personal pensions and individual personal accounts. As an independent firm London & Capital’s open architecture platform gives us the flexibility to create an investment solution that is right for your circumstances.